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Truist Financial

1,666 hedge funds and large institutions have $47.2B invested in Truist Financial in 2025 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 605 increasing their positions, 623 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.72% more ownership

Funds ownership: 73.52%75.24% (+1.7%)

3% less repeat investments, than reductions

Existing positions increased: 605 | Existing positions reduced: 623

9% less call options, than puts

Call options by funds: $522M | Put options by funds: $576M

Holders
1,666
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$522M
Puts
$576M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
776
TCV Trust & Wealth Management
Virginia
$933K
VFA
777
Valeo Financial Advisors
Indiana
$931K
DWA
778
Douglass Winthrop Advisors
New York
$928K
NC
779
NewSquare Capital
Pennsylvania
$927K
WCBA
780
Weaver C. Barksdale & Associates
Tennessee
$927K
PTC
781
Private Trust Company
Ohio
$924K
PAP
782
Persistent Asset Partners
Hong Kong
$921K
KLCM
783
KG&L Capital Management
Louisiana
$921K
VA
784
VestGen Advisors
Illinois
$919K
CA
785
Cornerstone Advisory
Maryland
$919K
CFB
786
Cullen/Frost Bankers
Texas
$902K
SFI
787
Siemens Fonds Invest
Germany
$899K
CIC
788
Chilton Investment Company
Connecticut
$891K
ICA
789
Infrastructure Capital Advisors
New York
$891K
SSWM
790
Sheets Smith Wealth Management
North Carolina
$890K
PT
791
Plimoth Trust
Massachusetts
$890K
IAS
792
Insigneo Advisory Services
Florida
$889K
SAI
793
Savvy Advisors Inc
New York
$882K
BPA
794
Beacon Pointe Advisors
California
$879K
SSWM
795
Smith Salley Wealth Management
North Carolina
$874K
BPWM
796
Badgley Phelps Wealth Managers
Washington
$874K
BHBT
797
Burke & Herbert Bank & Trust
Virginia
$871K
GWM
798
Geneos Wealth Management
Colorado
$868K
LCWP
799
Legacy Capital Wealth Partners
Arkansas
$864K
EFS
800
Essex Financial Services
Connecticut
$861K